+162.4%
ALL vs LSCC
+33.9%
+128.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.5% | +5.8% | +0.3% |
| 7D | +5.0% | +7.0% | -1.9% | +5.1% |
| 30D | +13.3% | -2.3% | +15.6% | +13.4% |
| 3M | +3.2% | -12.5% | +15.7% | +3.3% |
| 6M | +25.3% | -10.6% | +35.9% | +25.0% |
| YTD | +30.5% | +52.7% | -22.2% | +27.6% |
| 1Y | +29.2% | +74.0% | -44.8% | +25.7% |
| 3Y | +119.1% | +104.8% | +14.3% | +107.2% |
| All | +162.4% | +33.9% | +128.5% | +144.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LSCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling